I use Salesforce as a CRM to pull data, update business opportunities, and support the sales team. I query the data through Snowflake or HANA using Tableau for analysis and market expectations.
Agentforce Service
Salesforce, Inc.External reviews
External reviews are not included in the AWS star rating for the product.
An amazing platform to manage your customer service
Used as CRM to pull data, update business opportunities, and support the sales team
What is our primary use case?
How has it helped my organization?
It has tremendously impacted my productivity. It integrates with all our platforms, providing a comprehensive view of the customer.
What is most valuable?
It allows you to store all your customer data and manage your business.
What needs improvement?
Reporting could be improved.
For how long have I used the solution?
I have been using Salesforce Service Cloud for nine years.
What do I think about the stability of the solution?
Stability works fine. I've never had any issues.
What do I think about the scalability of the solution?
It's been used by multiple organizations on the cloud.
Which solution did I use previously and why did I switch?
Salesforce Service Cloud and Power BI serve different purposes. Salesforce is a CRM platform designed for customer relationship management, while Power BI and Tableau are business intelligence tools used for data visualization. Salesforce facilitates customer registration and management, integrating with other platforms to provide a comprehensive view of the customer.
How was the initial setup?
The initial setup is straightforward.
I rate the initial setup a five out of ten, where one is difficult, and ten is easy.
What's my experience with pricing, setup cost, and licensing?
I rate the product’s pricing an eight out of ten, where one is cheap, and ten is expensive.
What other advice do I have?
I advise making sure it integrates with other platforms, which will cost money and leverage the technical support.
Overall, I rate the solution an eight out of ten.
Provides customers with end-to-end visibility from inquiry to delivery
What is most valuable?
With Salesforce Service Cloud, customers can have end-to-end visibility from inquiry to delivery. They can also know whether our inventory is available.
What needs improvement?
The solution's integration with the main ERP is a little cumbersome. We need to spend a lot of time developing the interface. Salesforce needs to come up with some solutions that small companies can also afford.
For how long have I used the solution?
I have been using Salesforce Service Cloud for eight months.
What do I think about the stability of the solution?
I rate the solution’s stability a nine out of ten.
What do I think about the scalability of the solution?
Our clients for Salesforce Service Cloud are usually enterprise businesses.
I rate the solution a nine out of ten for scalability.
How are customer service and support?
Sometimes, the technical support team takes time to respond to our queries.
How would you rate customer service and support?
Neutral
How was the initial setup?
The solution's deployment takes around two to three months for our business. However, it is a ready-made solution that you can implement in a month.
On a scale from one to ten, where one is difficult and ten is easy, I rate the solution's initial setup a six out of ten.
What was our ROI?
We have seen a return on investment in terms of cost savings, operational efficiency, and time savings with the solution.
What's my experience with pricing, setup cost, and licensing?
Only enterprise businesses can afford the solution, and small companies cannot afford it.
On a scale from one to ten, where one is cheap and ten is expensive, I rate the solution's pricing an eight out of ten.
What other advice do I have?
Overall, I rate the solution ten out of ten.
Helps to track the entire customer journey from lead to account or opportunity
What is our primary use case?
I've been using Salesforce Service Cloud for a long time. We're integrating it and using it. For Salesforce Service Cloud, we have use cases like integrating invoices, products, and sales orders between the tool and NetSuite. When an opportunity is won, the transaction happens in NetSuite. We must integrate these systems for a 360-degree view that our C-suite needs. It's an event-driven process with automation. When an order executes in Salesforce Service Cloud, it creates an order in NetSuite. We then need to tie back subscription IDs and order IDs to the solution.
What is most valuable?
The main benefit of Salesforce Service Cloud is that everything is in the cloud. We can track the entire customer journey from lead to account or opportunity. The CRM is in the cloud, while the financial transactions are in NetSuite. By integrating these applications, we get a complete view of the business. Some integrations are event-driven, while others are batch integrations that run at scheduled times. We also build reports using our in-house analytics tool to help leadership make decisions.
What needs improvement?
We're seeing a lot of automation and AI enhancements for improvements. This helps answer simple questions without manual intervention, saving time. We can improve by automating more of our solution-building process. Salesforce Service Cloud is a SaaS (Software as a Service) solution. It's constantly evolving, and we're always looking for ways to improve our use. The cloud services we use include CRM (Salesforce), financial (NetSuite), and people (Workday). These services are becoming more automated, with a lot happening in the AI space. We do a lot of modeling ourselves to find answers to questions, and our product team has introduced some AI enhancements.
What do I think about the stability of the solution?
Regarding stability, it's robust, with no noticeable data latency, whether we use external tools or Salesforce Service Cloud's in-house technology for data integration. Nothing stands out as a bottleneck to me.
What do I think about the scalability of the solution?
I find Salesforce Service Cloud pretty scalable. Salesforce has taken care of a lot of custom needs by itself. I've been working with that cloud for a while now. For email marketing, they offer ExactTarget. For real-time sync, they have Heroku connectors. For AI-driven dashboarding, it has Einstein. If you want customized dashboarding and analytics reporting, it has Tableau. They're the market leader for CRM. Most of their services are scalable, as far as I understand.
How are customer service and support?
I haven't used technical support extensively, but from what I hear, they respond to tickets on time.
How would you rate customer service and support?
Positive
How was the initial setup?
Tools like Fivetran make deployment easier. They take care of many deployment issues—we just have to plug and play. It also makes the developer's life easier, as they don't have to build connectors or create schemas. We're also developing in-house capabilities for deployment by creating our own CI/CD pipeline for apps. We're trying to reduce our reliance on outside solutions or integrators, but we can still improve in this area.
What was our ROI?
The return on investment is high, but it depends on the company's size, data volume, and transaction volume. For companies that want to save time and ensure the reliability of their data and insights, paying the premium can be worth it.
What's my experience with pricing, setup cost, and licensing?
Salesforce Service Cloud is expensive. I worked with ExactTarget over five years ago, and it was quite pricey then. Not everyone could afford it. Salesforce has different tiers for different kinds of users. It's expensive considering their features and services, but they offer best-in-class solutions.
What other advice do I have?
I rate the overall solution a nine out of ten.
Accelerates time to market and streamlines workflows through automation
What is most valuable?
Salesforce accelerates time to market and streamlines workflows through automation. Integrating with other software systems, such as HR or ERP platforms, allows for seamless data exchange and enhances efficiency. Organizations can leverage the integrated data for various purposes by integrating Salesforce with these systems. For instance, if a company’s user base is managed in an ERP system like SAP, Salesforce can access this data along with its inherent relationships. This integration provides sales teams valuable insights, such as customer types, business relationships, and past interactions. Consequently, sales professionals gain a comprehensive view of their prospects and customers, enabling them to make more informed decisions and improve their performance.
What needs improvement?
Our job is to listen to the client's needs and provide the best solution. We aim to present a packaged, commercially viable solution that minimizes customization. Since customization can increase the cost from an implementation standpoint, we focus on showcasing Service Cloud's built-in features and possibilities. We encourage clients to use the out-of-the-box capabilities as much as possible. We would direct those questions to Salesforce's customer support or advocate if further clarification is needed.
For how long have I used the solution?
What do I think about the scalability of the solution?
It is very scalable because they are built on the cloud.
How was the initial setup?
Deployment is straightforward, but there can be challenges related to data mapping and import. For example, specific fields in Salesforce might be mandatory, while the corresponding fields in the source system are optional. This discrepancy can make data mapping complex. These issues are more technical than business-related and need to be addressed as they arise during deployment.
What was our ROI?
ROI is good, but there are many challenges. Sales and marketing processes are not as simple as some IT challenges.
What's my experience with pricing, setup cost, and licensing?
Salesforce offers a comprehensive solution that might appear extensive in pricing. However, potential customers need to see how it can benefit their business. Salesforce must demonstrate its value by helping small, medium, or large businesses improve operations and see measurable revenue benefits. Many large companies have already adopted it, but the focus should be on how it can provide a positive return on investment and drive growth for businesses of all scales.
What other advice do I have?
To implement Salesforce Service Cloud, it's essential to have a clear and detailed project plan. If the requirements are well-defined and mapped out, the technical team can follow this plan to execute the implementation. However, the technical team may struggle to deliver the solution if the requirements are unclear. They need a comprehensive list of technical tasks and requirements to ensure they can address all aspects of the project. Without this clarity, simply knowing the business needs and high-level client requirements is insufficient for the technical team to execute the project.
If their business has the potential to scale or expand and generate more revenue. People have more time on their hands if many things are automated.
Overall, I rate the solution a seven out of ten.
Utilizing salesforce daily
Achieve Excellence in customer support with salesforce service cloud
Provides good visibility but needs to improve on the reporting side
What is our primary use case?
I handle just the end users, so I get everything done, starting with meetings, emails, and everything else using contacts.
How has it helped my organization?
My boss gets a good view because now I can share everything with him at work, specifically since he can see everything that I do currently. As a whole, I don't think it changed much in my life, to be honest with you. When you are considering the visibility and all the team working together, I can say that it helps a lot.
What is most valuable?
I don't think I mostly use the tool. I control the tool to use opportunities and get details to send emails. In my mind, I don't really like the tool, to be honest, since it doesn't help me much. I can do everything I do in Salesforce Service Cloud elsewhere at a cheaper rate. In terms of visibility to my boss and the team, it does help a lot. Everyone can see what you are doing. I mostly use it for logging in, calls, meetings, and everything else while making sure we have everything filled up so that everyone can track what we are doing with a customer.
What needs improvement?
I have seen that I could benefit a lot from the tool if it was more flexible in creating and dealing with reports. It is kind of a struggle to get a report that shows something you want it to show. At the end of the day, the reporting part is very poor. There is a lot of ground to improve in the area of reporting. I know there are several other different levels of the tool's usage. The reporting part is quite poor. Everything I want to see on how I did something is hard. It is also hard to extract data and create a report outside. It helps a lot but is hard to handle once the data is in it. The struggle to get the data out of the tool or even to use it the way you want can be difficult. You have to use the data in the way Salesforce wants you to use it, and so you have very little flexibility.
For how long have I used the solution?
I have been using Salesforce Service Cloud for three to four years. I am the solution's customer.
What do I think about the stability of the solution?
It is a pretty stable solution.
What do I think about the scalability of the solution?
It is a scalable solution. Scalability-wise, the tool was transparent for me. It worked seamlessly. I don't have to bother with any of the scalability parts in the tool, so it was great for me.
How are customer service and support?
My company's IT team contacts the product's support team.
How would you rate customer service and support?
Neutral
Which solution did I use previously and why did I switch?
I don't recall the names of the products I have used since I used many of them around twenty years ago.
Compared to the other products in the market, when it comes to Salesforce Service Cloud, you don't have to be bothered about anything since, in the tool, everything is done behind the scenes, and it basically involves a plug-and-play process, making it easy to use. I would say it is hard to customize. Comparing overall expectations, I feel it should be easier to build reports in Salesforce Service Cloud. Overall, it is a great tool compared to what you get in the market since you don't have to be bugged with anything behind the scenes.
How was the initial setup?
I didn't take part in the initial setup. I just received my account, and it was ready to use.
What about the implementation team?
Our company's local team managed the product's deployment phase.
What was our ROI?
Supposedly, the tool is worth one person working a month at an average level. It should cover the benefits, considering the amount of money one pays for it. I think it offers huge benefits. For every dollar I put in the tool, I don't get to save ten dollars, and it is probably one and a half dollars. You can get a fifty percent return on investment.
Which other solutions did I evaluate?
Currently, I would not prefer to work with the products offered by other vendors because doing so would impact our infrastructure. Migrating to another tool would have a big impact on our company.
What other advice do I have?
I have personally not used any automation functions within the tool to enhance our company's service delivery. Someone on our team does the automation part for us.
I would recommend the product to others since it is an overall good tool. It is easy to use, and anyone can log in from anywhere.
As a user, I rate the tool a seven to eight out of ten.